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Disclosery

KWB Wealth: SPTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KWB Wealth on SPTM, newest first. How the timeline and the estimate are built.

KWB Wealth held 36,511 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,511 shares
    Change vs previous 13F -4,176 shares

    0.28% of the 13F portfolio, value $3,314,800.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,687 shares
    Change vs previous 13F -81 shares

    0.33% of the 13F portfolio, value $3,356,638.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,768 shares
    Change vs previous 13F -4,530 shares

    0.32% of the 13F portfolio, value $3,363,384.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,298 shares
    Change vs previous 13F -7,913 shares

    0.37% of the 13F portfolio, value $3,392,361.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 53,211 shares
    Change vs previous 13F -8,371 shares

    0.44% of the 13F portfolio, value $3,618,872.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 61,582 shares
    Change vs previous 13F -22,171 shares

    0.53% of the 13F portfolio, value $4,398,831.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 83,753 shares
    Change vs previous 13F -15,782 shares

    0.73% of the 13F portfolio, value $5,867,733.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 99,535 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $6,604,178.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).